Finance-Jobs in United States

Company Description

Succession Financial Planning (SFP) is a licensed financial services provider dedicated to creating lasting partnerships between clients and advisers. Our goal is to ensure that each client receives sound financial advise and a tailormade product according to his/her own circumstances. SFP is committed to facilitating strong, supportive relationships that enhance the financial well-being of our clients.

Role Description

This is a full-time on-site role located in Pretoria for an Independent Shortterm Insurance Broker. The Insurance Broker will be responsible for managing client portfolios, providing expert insurance advice, offering tailored finance solutions, and ensuring comprehensive customer service. Additional tasks include retirement planning consultancy and building strong client-adviser relationships.

Qualifications

• Insurance Brokerage and Insurance experience
• Strong Customer Service skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Minimum 2 years experience in the shortterm industry.
• Minimum of 120 industry related credits
• RE5 compulsory
• Grade 12 compulsory
• Existing client base compulsory
• Commission only based on a share percentage.
• Own vehicle compulsory